Regulators are tightening the screws, geopolitics is putting energy supply routes under pressure, and capital is already shifting in response. That mix can unsettle markets, yet it also creates openings for investors who understand which stocks sit on the right side of these changes. This article walks through 3 stocks from our Global Energy Security and Infrastructure Stocks screener that appear well positioned against this backdrop.

The three stocks covered below are just a sample, and the full screen surfaces 33 more companies with equally compelling stories around energy security and infrastructure that are not covered here. To go straight to the source and identify your own highest conviction ideas, analyze the Global Energy Security and Infrastructure Stocks screener.

Rattler Midstream (RTLR)

Rattler Midstream is a US$2.23b midstream partnership that owns and operates crude oil and water gathering pipelines across the core Midland and Delaware areas of the Permian Basin, primarily serving its parent, Diamondback Energy. The business earns fees for moving crude and handling sourced and produced water across its 866 miles of pipelines, which ties its fortunes to activity levels in this prolific US basin.

Rattler Midstream provides exposure to US energy infrastructure that may benefit when secure North American supply becomes more valuable and global trade routes come under pressure. Some analysts forecast that its earnings could grow faster than the wider US market, and the stock trades below at least one estimate of fair value, which may appeal to investors who think pipelines in politically stable regions could attract more capital. On the other hand, high leverage, a dividend that is not well covered by earnings, and a P/E above the wider oil and gas industry highlight the risks, particularly as regulators increase scrutiny of larger energy groups that fund growth projects through companies like Rattler.

Rattler Midstream’s premium P/E and secure Permian footprint have investors asking what the market is really pricing in. To see how growth hopes compare with leverage and payout pressure, review the 2 key rewards and 2 important warning signs (1 is major!).

Build your own secure energy infrastructure shortlist

Rattler Midstream and the two other stocks in this article all came from a single Simply Wall St screener, which is where the real opportunity starts for you. Use our flexible Screener to mix filters like valuation, growth, balance sheet and dividends, or step straight into our curated Investing Ideas for ready made stock shortlists.

Friedrich Vorwerk Group (XTRA:VH2)

Friedrich Vorwerk Group builds and maintains the pipes and grids that keep Europe’s energy flowing, from natural gas and underground power cables to emerging hydrogen networks and district heating systems. Most of its revenue currently comes from electricity infrastructure at about €369 million, followed by natural gas at €190 million, adjacent opportunities like biogas and water projects at €124 million, and clean hydrogen work at about €27 million. The company sits in the mid cap bracket with a market value of roughly €1.3b.

Friedrich Vorwerk Group operates in the context of Europe’s efforts to secure and decarbonise its energy system, with electricity and hydrogen projects supported by long term public investment programs and recent contract wins such as the H2Coastlink 1 pipeline. The company reports earnings growth and double digit margins, and some estimates suggest the share price may lag intrinsic value. However, high reliance on external borrowing and limited governance transparency raise questions about balance sheet risk and oversight. For investors seeking exposure to European grid and hydrogen infrastructure, this is a business that may warrant deeper analysis before forming a view.

Friedrich Vorwerk Group sits at the centre of Europe’s grid and hydrogen build out, yet the market still seems cautious. Compare its margins, contract pipeline and borrowing directly with the Friedrich Vorwerk Group financial health report

Channel Infrastructure NZ (NZSE:CHI)

Channel Infrastructure NZ operates New Zealand’s core fuel import and storage hub at Marsden Point, handling refined fuels through jetty, tank and pipeline infrastructure that keeps transport and aviation supplied. The company generates all its NZ$140 million of revenue from its infrastructure segment, reflecting a pure play on storage and terminal fees in the domestic market, and has a market cap of about NZ$1.34b.

Channel Infrastructure NZ plays a central role in New Zealand’s energy security, with new multi year storage deals, government backed diesel capacity, and a growing pipeline of biorefinery and jet fuel projects all pointing to sustained demand for its terminals. The stock trades below one estimate of fair value and offers a 4% yield. However, it also carries clear trade offs, including a very high P/E, high debt, and dividends that are not fully backed by earnings or free cash flow. For investors who expect tighter regulation and fragile global supply chains to support critical storage assets over time, this mix of contracted cash flows and balance sheet risk may warrant closer consideration.

Channel Infrastructure NZ’s high P/E and 4% yield suggest that the market may be missing something in this storage story. See how contract cover, leverage and cash flows line up in the analysis report for Channel Infrastructure NZ

Seeking Alternatives Before The Crowd

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.